Our Discretionary Investment Management Service
Our Discretionary Investment service means that we will manage your investments actively without obtaining your prior approval for transactions carried out on your behalf and provide you with a personal service.
Following our initial discussions, we will agree your investment objectives and risk profile. Once we have your approval, we will build you a customised portfolio - tailored to be as appropriate for your financial situation. You will have a dedicated investment manager responsible for the day-to-day management of your portfolio.
Typically, we manage clients' portfolios ranging in size from £50,000 to £3 million. Our clients include private individuals, pension funds and charitable trusts.
At Merchant Securities Limited, we offer you:
- A dedicated investment manager to monitor your portfolio actively
- A diversified portfolio encompassing a wide range of asset classes including equities, bonds and commodities through direct holdings and investments in Exchange Traded Funds, collective funds, structured funds and hedge funds
- Sophisticated asset allocation tools and the expertise of our investment management team to develop a bespoke and balanced portfolio
- Detailed portfolio reports provided twice a year as well as valuations available as required
- Annual meetings to discuss your portfolio's performance and changes in your financial situation
Next Steps:
- To open an account, please click here
- For more information about our settlement service with Pershing Securities, please click here
- For more information about our account protection scheme, please click here
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